See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $418,736 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $985 | $40,278-97.6% | $80,569-98.8% | $80,160-98.8% |
| Participation rate | 49.5% | 47.5%+2.0pp | 67.0%-17.5pp | 72.9%-23.4pp |
| Annual return | 29.73% | 50.86%-21.1pp | 935.43%-905.7pp | 40.38%-10.7pp |
| Employer contribution / active EE | $7 | $1,332-99.5% | $2,723-99.8% | $2,978-99.8% |
| Participant deferral / active EE | $591 | $2,696-78.1% | $4,447-86.7% | $5,017-88.2% |
| Admin fee / account holder | $64 | $210-69.5% | $5,377-98.8% | $145-55.8% |